Nope- an alternative to the UK Pound - diversified currency income streams are the order of the day. An obvious concomitant read on a reinvention of the American industrial complex - is a systematic devaluation of the dollar. More specific to this sector though, is the shifting attention from interest rates to currencies - perhaps this will be the new race to zero. If that is the case - commodities will benefit hugely and precious metals are the trade of this generation. I have begun to rebuild my precious metals stocks.
what we seem to be witnessing here is a battle for cash to be put somewhere. This is not a rally across broad sectors. The DJIA is up at all time highs, but it is the only one. DAX and NIKKEI threatening all time highs, and so is the S&P - but it is a lot more circumspect. China is reportedly now the worlds largest economy, and its stock exchanges are showing a completely different picture to US stock optimism. Pessimistic stuff -:(. What we can say for certain is that The Donald can't keep his mouth shut. He is going to say some wild and woolly things over the course of the next 4 years, and we can expect some seriously volatile swings in markets as a result.